Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

Hi George, we understand what you're saying and will look into it.

Thanks.

@gregg_appcoll That sounds good.

@SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.

Thanks,

AppColl Support

@RichardS3059 - what you really want is {Matter.Client.ShortName} for the client code and {Matter.Client.Name} for the full name. We hope this helps.

Hi @TarC6989 we don't currently have a way to do this. However, we will pass this on to our engineers for future consideration. Thank you.

I am also looking for a way to automatically attach files associated with tasks (e.g., responses to office actions) when working with client-reporting templates

Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.

Thank you Travis. We have added this as a project to our engineering list. We will make an announcement when this has been added.

Hi Christian,

Interesting idea. We'll pass it onto engineering.

Thanks,

AppColl Support

Thanks Christian. We appreciate the feedback.

@ChristianS9906 After posting this, I noticed that task types now include a "deleted" task status that can be selected for the auto-close behavior. I initially thought that maybe AppColl would cause tasks with such status to automatically delete themselves when they auto-close (which would pretty much reach a similar end result to the above). But then I tested it, and it seems like all it does is close the task out as "deleted." The task sticks around, however.

😞

Thanks! That is great.

@mike_appcoll nice

@support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

Hi Christian,

Thanks for the feedback.

There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

AppColl Support

Hi George - we will contact you directly to discuss this further.

Hi Christian - this filter has been added. We hope this helps.